ATLAS ENERGY SOLUTIONS INC (AESI)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
274
Reporting holders
$1.9B
Reported value
84.5%
Of shares outstanding
7.1%
Held as options
+40
Holder change
Institutions report 105,573,653 shares against 125,003,451 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $218.8M | 13,173,130 | 0.00% | 8q | +14.6%+$27.9M |
| UBS Group AG | $166.9M | 3,842,286 | 0.02% | 11q | +62.8%+$64.4M |
| Encompass Capital Advisors LLC | $108.6M | 6,540,322 | 3.86% | 2q | -28.4%-$43.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $83.6M | 5,030,795 | 0.00% | 2q | +3.8%+$3.1M |
| STATE STREET CORP | $63.4M | 3,817,473 | 0.00% | 11q | +13.7%+$7.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $59.1M | 3,556,075 | 0.00% | 2q | +0.7%+$424.2K |
| TWO SIGMA INVESTMENTS, LP | $53.3M | 3,209,946 | 0.04% | new | NEW |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $44.0M | 2,651,438 | 0.13% | 12q | -15.8%-$8.3M |
| Ensign Peak Advisors, Inc | $41.7M | 2,508,739 | 0.07% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $36.1M | 2,173,520 | 0.03% | 9q | +16012.1%+$35.9M |
| Webs Creek Capital Management LP | $35.0M | 2,104,940 | 6.62% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $34.3M | 2,066,553 | 0.00% | 11q | +10.9%+$3.4M |
| GOLDMAN SACHS GROUP INC | $33.0M | 1,987,887 | 0.00% | 11q | +10.1%+$3.0M |
| Alyeska Investment Group, L.P. | $32.9M | 1,983,643 | 0.08% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $32.7M | 1,966,804 | 0.01% | 9q | +30.9%+$7.7M |
| Pine Ridge Advisers LLC | $30.6M | 1,844,036 | 1.85% | 10q | HELD |
| WASATCH ADVISORS LP | $30.5M | 1,834,289 | 0.20% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $27.9M | 1,678,110 | 0.01% | 6q | -31.9%-$13.1M |
| BNP PARIBAS FINANCIAL MARKETS | $27.0M | 1,623,287 | 0.01% | 10q | +148.5%+$16.1M |
| Empyrean Capital Partners, LP | $26.9M | 1,618,000 | 0.89% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $26.6M | 1,601,352 | 0.00% | 11q | +204.1%+$17.9M |
| Palo Duro Investment Partners, LP | $24.3M | 1,462,748 | 4.69% | new | NEW |
| Jupiter Topco LLC | $23.6M | 1,423,131 | 0.01% | new | FIRST |
| VILLERE ST DENIS J & CO LLC | $22.4M | 1,349,299 | 2.68% | 11q | -27.3%-$8.4M |
| MORGAN STANLEY | $21.2M | 1,273,572 | 0.00% | 11q | +40.9%+$6.1M |
| AMERIPRISE FINANCIAL INC | $20.5M | 1,231,394 | 0.00% | 7q | -54.7%-$24.7M |
| Venturi Wealth Management, LLC | $18.0M | 1,086,254 | 0.70% | 11q | HELD |
| NORTHERN TRUST CORP | $17.5M | 1,056,308 | 0.00% | 11q | +36.7%+$4.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $17.1M | 1,029,987 | 0.00% | 3q | -30.4%-$7.5M |
| FRANKLIN RESOURCES INC | $17.0M | 1,022,490 | 0.00% | 4q | -27.1%-$6.3M |
| RENAISSANCE TECHNOLOGIES LLC | $16.5M | 991,100 | 0.02% | new | NEW |
| Nixon Capital, LLC | $15.4M | 927,651 | 4.85% | 3q | -22.4%-$4.4M |
| WELLS FARGO & COMPANY/MN | $15.4M | 924,636 | 0.00% | 11q | +1304.2%+$14.3M |
| CITIGROUP INC | $14.9M | 897,425 | 0.00% | 11q | +1748.3%+$14.1M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $13.4M | 808,922 | 0.09% | 8q | +13.4%+$1.6M |
| Meridian Wealth Advisors, LLC | $13.1M | 789,299 | 1.49% | 11q | -17.3%-$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.7M | 763,558 | 0.00% | 11q | +5.8%+$694.4K |
| Sixth Street Partners Management Company, L.P. | $12.7M | 763,558 | 0.00% | new | NEW |
| ASHFORD CAPITAL MANAGEMENT INC | $12.7M | 762,310 | 1.36% | 9q | +369.3%+$10.0M |
| JANE STREET GROUP, LLC | $12.3M | 148,855 | 0.00% | 11q | HELD |
| CenterBook Partners LP | $10.6M | 639,169 | 0.52% | 6q | -30.9%-$4.7M |
| B & T Capital Management DBA Alpha Capital Management | $10.6M | 635,481 | 1.37% | 11q | HELD |
| Consolidated Portfolio Review Corp | $10.4M | 627,945 | 0.87% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.0M | 12,461 | 0.00% | 11q | -60.4%-$15.2M |
| CITADEL ADVISORS LLC | $9.8M | 373,417 | 0.00% | 11q | +117.9%+$5.3M |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.5M | 570,571 | 0.17% | 8q | -30.4%-$4.1M |
| CDC Financial, Inc. | $9.2M | 552,750 | 3.84% | 3q | +6.7%+$575.7K |
| D. E. Shaw & Co., Inc. | $9.1M | 395,772 | 0.00% | 2q | HELD |
| Invesco Ltd. | $8.8M | 532,220 | 0.00% | 11q | -9.2%-$892.5K |
| Public Sector Pension Investment Board | $8.8M | 532,120 | 0.01% | 7q | +93.5%+$4.3M |
| VANGUARD FIDUCIARY TRUST CO | $8.6M | 515,820 | 0.00% | 2q | +0.6%+$51.5K |
| Jump Financial, LLC | $8.5M | 509,860 | 0.07% | new | NEW |
| JPMORGAN CHASE & CO | $8.4M | 498,757 | 0.00% | 11q | +649.6%+$7.3M |
| LAZARD ASSET MANAGEMENT LLC | $8.0M | 483,977 | 0.01% | 10q | -7.9%-$686.4K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $8.0M | 483,933 | 0.14% | 11q | -22.6%-$2.4M |
| Bank of New York Mellon Corp | $7.8M | 467,494 | 0.00% | 11q | +9.1%+$647.7K |
| Assenagon Asset Management S.A. | $7.0M | 421,630 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $6.2M | 375,516 | 0.01% | 10q | -2.2%-$141.1K |
| PRINCIPAL FINANCIAL GROUP INC | $6.2M | 374,387 | 0.00% | 8q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $5.9M | 358,167 | 0.01% | new | NEW |
| Man Group plc | $5.4M | 324,209 | 0.01% | 2q | +1144.9%+$5.0M |
| Advisors Asset Management, Inc. | $5.3M | 316,304 | 0.08% | 5q | -1.1%-$58.8K |
| Balyasny Asset Management L.P. | $4.7M | 284,847 | 0.01% | 6q | -2.7%-$130.8K |
| Simcoe Capital LLC | $4.7M | 281,131 | 2.85% | 3q | -15.4%-$852.5K |
| Point72 Asset Management, L.P. | $4.7M | 280,439 | 0.01% | new | NEW |
| Trexquant Investment LP | $4.6M | 274,788 | 0.03% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $4.2M | 254,793 | 0.01% | new | NEW |
| CULLINAN ASSOCIATES INC | $4.2M | 252,000 | 0.32% | 10q | HELD |
| Manatuck Hill Partners, LLC | $4.2M | 250,000 | 1.38% | 3q | -17.2%-$863.7K |
| Russell Investments Group, Ltd. | $4.1M | 248,826 | 0.00% | 11q | -9.5%-$432.0K |
| BARCLAYS PLC | $3.9M | 236,412 | 0.00% | 11q | +163.4%+$2.4M |
| SIR Capital Management, L.P. | $3.8M | 231,347 | 0.44% | 2q | -47.7%-$3.5M |
| Tejara Capital Ltd | $3.8M | 231,200 | 1.58% | new | NEW |
| Nuveen, LLC | $3.8M | 225,855 | 0.00% | 6q | +58.6%+$1.4M |
| Quantbot Technologies LP | $3.6M | 215,833 | 0.14% | 7q | +490.7%+$3.0M |
| RHUMBLINE ADVISERS | $3.3M | 201,344 | 0.00% | 11q | -10.2%-$378.4K |
| AMERICAN CENTURY COMPANIES INC | $3.2M | 190,605 | 0.00% | 8q | +1.9%+$58.6K |
| PDT Partners, LLC | $3.1M | 183,871 | 0.16% | new | NEW |
| PICTON MAHONEY ASSET MANAGEMENT | $3.0M | 182,657 | 0.02% | new | NEW |
| Orvieto Partners, L.P. | $2.8M | 170,000 | 1.84% | 5q | +30.8%+$664.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.8M | 168,986 | 0.00% | 6q | -10.5%-$327.9K |
| MARSHALL WACE, LLP | $2.6M | 154,921 | 0.00% | new | NEW |
| Tidal Investments LLC | $2.5M | 152,010 | 0.00% | 5q | +56.3%+$909.1K |
| Legal & General Group Plc | $2.5M | 151,426 | 0.00% | 11q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $2.5M | 148,910 | 0.00% | 2q | +640.8%+$2.1M |
| Americana Partners, LLC | $2.5M | 148,123 | 0.06% | 11q | -2.4%-$60.3K |
| STIFEL FINANCIAL CORP | $2.3M | 137,201 | 0.00% | 10q | -1.0%-$22.5K |
| Argentarii, LLC | $2.2M | 181,293 | 0.65% | 4q | HELD |
| Aventail Capital Group, LP | $2.1M | 128,914 | 0.12% | 2q | +53.0%+$741.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1M | 127,599 | 0.00% | 9q | -6.2%-$139.2K |
| Integrated Wealth Concepts LLC | $2.1M | 123,892 | 0.01% | 8q | -5.6%-$121.5K |
| IMC-Chicago, LLC | $2.0M | options only | 0.00% | 6q | OPTIONS |
| SIMPLEX TRADING, LLC | $2.0M | 17,797 | 0.00% | 6q | HELD |
| GUGGENHEIM CAPITAL LLC | $2.0M | 119,219 | 0.01% | 10q | +42.3%+$589.0K |
| Ilex Capital Partners (UK) LLP | $1.9M | 116,693 | 0.04% | new | NEW |
| FIRST TRUST ADVISORS LP | $1.9M | 113,013 | 0.00% | 10q | -58.2%-$2.6M |
| Steadtrust LLC | $1.7M | 102,000 | 0.86% | 4q | +27.5%+$365.4K |
| Swiss National Bank | $1.7M | 100,200 | 0.00% | 10q | +2.7%+$43.2K |
| Schonfeld Strategic Advisors LLC | $1.6M | 96,935 | 0.01% | new | NEW |
| DEUTSCHE BANK AG\ | $1.5M | 91,110 | 0.00% | 11q | +24.0%+$292.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Encompass Capital Advisors LLCwith 2 co-filers | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 274 | $1.9B | 105,573,653 | 73 | 86 | 65 | 7.1% |
| Q1 2026 | 234 | $1.2B | 89,025,849 | 40 | 77 | 62 | 1.4% |
| Q4 2025 | 218 | $837.0M | 87,496,281 | 35 | 74 | 75 | 1.5% |
| Q3 2025 | 228 | $1.0B | 88,007,106 | 29 | 80 | 85 | 1.7% |
| Q2 2025 | 242 | $1.2B | 90,879,123 | 42 | 109 | 57 | 1.7% |
| Q1 2025 | 242 | $1.5B | 83,336,977 | 65 | 100 | 44 | 1.3% |
| Q4 2024 | 200 | $1.6B | 70,966,783 | 38 | 75 | 39 | 2.0% |
| Q3 2024 | 174 | $1.4B | 61,024,714 | 34 | 72 | 38 | 1.9% |
| Q2 2024 | 163 | $1.1B | 55,164,345 | 34 | 76 | 30 | 1.2% |
| Q1 2024 | 145 | $1.1B | 49,142,968 | 46 | 47 | 28 | 2.4% |
| Q4 2023 | 112 | $611.1M | 34,361,785 | 111 | 4 | 0 | 3.2% |
| Q3 2023 | 115 | $451.8M | 20,014,325 | 49 | 28 | 29 | 1.5% |
| Q2 2023 | 85 | $294.1M | 16,911,289 | 40 | 18 | 17 | 0.2% |
| Q1 2023 | 64 | $302.7M | 17,572,777 | 63 | 0 | 0 | 1.1% |